The following process describes how we recommend you record clients who operate in multiple locations/have multiple branches within Arlo.
Create Head Office Organisations
- Create a new organisation within Arlo for each head office. Include the text "Head Office" in the name of the organisation, e.g. "Telecom (Head Office)"
- Enter the postal address invoices are to be sent to for each head office organisation and lock the address fields.
Note: Read how to lock address fields to prevent updates during website registration.
Create Branch Organisations
- Create new organisations for each branch office. Include the text "Branch Office" in the name of the organisation, e.g. "Telecom Wellington Retail (Branch Office)"
- Set the head office organisation as the Parent Organisation.
Note: You will need to send a request to Arlo Support to activate the Parent Organisation field it this is not visible.
Have all Bills sent to the Head Office instead of the Branch
If the branches want invoices sent to the head office, rather than their individual branch address, you can select a different billing organisation on each of the branches you set up for a company.